The Business of Real Estate with Fexingo: Commercial, Residential, and Investment Properties

Lucas and Luna explore why institutional investors are pouring capital into senior housing — not just nursing homes, but independent living, assisted living, and memory care. They break down the demographic math: by 2030, one in five Americans will be over 65, and the 85-plus population is the fastest-growing segment. Lucas explains why cap rates for senior housing now rival multifamily, with net...

In this episode, Lucas and Luna explore how surging demand for AI computing and cloud storage is turning data centers into a $50 billion annual real estate asset class. They break down why traditional industrial investors are scrambling to retrofit warehouses for high-density power and cooling, and what the 'power-constrained' market means for development in 2026. With specific numbers on vacancy...

Lucas and Luna unpack the surprising economics behind self-storage real estate. With over 50,000 facilities in the US and institutional capital piling in, they explore why this niche asset class has delivered consistent returns through economic cycles. They look at the specific case of Public Storage, which operates nearly 3,000 locations and generated over $4.5 billion in revenue last year. They...

On this episode of The Business of Real Estate with Fexingo, Lucas and Luna explore the surprising transformation of struggling strip malls into last-mile logistics hubs. With e-commerce driving demand for urban warehouse space, developers are retrofitting vacant retail anchors into micro-fulfillment centers. Lucas breaks down the economics: a typical 50,000-square-foot former grocery store can be...

In this episode of The Business of Real Estate with Fexingo, Lucas and Luna explore how blockchain-based tokenization is changing the way people invest in property. They break down how a $10 million commercial building in Denver was sold as 1,000 digital tokens for $10,000 each, making fractional ownership more liquid and accessible. The conversation covers SEC regulations, the role of smart contr...

Lucas and Luna dig into the surprising real estate math behind rent control. Using St. Paul, Minnesota's 2019 rent stabilization ordinance as a case study, they explore how the policy shifted developer behavior, lowered property valuations, and sparked a wave of new construction exemptions. They also look at how institutional investors like Blackstone are now pricing rent-controlled assets differe...

Lucas and Luna dive into the rise of fractional real estate ownership, where investors can buy shares in a property for as little as $1,000. They explore how platforms like Pacaso, Fundrise, and Arrived are using LLC structures to let individuals own a piece of a vacation home or rental property without the hassles of full ownership. Lucas explains the technology behind it—how tokenization on bloc...

Episode 50 of The Business of Real Estate with Fexingo — Lucas and Luna look at the humble parking lot and how it's quietly become a sophisticated, high-yield investment. They break down the numbers: a typical surface lot in a mid-sized city generates $40,000 to $80,000 in annual revenue per acre with almost no operating expense, and cap rates that often beat Class A office. They dig into the rise...

Episode 49 of The Business of Real Estate explores land value tax — a century-old idea gaining new traction in cities from Philadelphia to Pittsburgh. Lucas and Luna break down how LVT differs from traditional property tax, why economists have long favored it, and what it could mean for developers, homeowners, and urban sprawl. They look at real-world examples like Harrisburg, Pennsylvania, which...

Lucas and Luna dive into how climate risk is reshaping the property insurance market, focusing on the case of California's wildfire-prone zones. They explore why insurers like State Farm and Allstate pulled back from new policies, how reinsurance rates have surged, and what it means for homeowners and commercial investors. The conversation covers the rise of parametric insurance, the role of catas...

Episode 47 of The Business of Real Estate with Fexingo digs into community land trusts—a model where a nonprofit owns the land and homeowners buy only the building. Lucas and Luna explore how this structure keeps homes affordable across resales, using the Champlain Housing Trust in Burlington, Vermont as a case study. They break down the financing, the resale formula that caps price appreciation,...

Episode 46 of The Business of Real Estate with Fexingo explores the emerging market for carbon credits in commercial real estate. Lucas and Luna break down how building owners are monetizing energy efficiency retrofits by selling verified carbon offsets, using Hudson Yards in New York as a case study. They explain the mechanics of carbon credit verification, the role of third-party auditors like V...

Lucas and Luna explore the growing trend of hospitals and health systems selling their real estate to investors and leasing it back, freeing capital for patient care. They focus on the $2 billion sale-leaseback deal by CommonSpirit Health in 2024, explaining why private equity firms like Medical Properties Trust are buying medical office buildings and acute-care facilities. The episode unpacks the...

In this episode, Lucas and Luna analyze how short-term rental platforms like Airbnb are changing the economics of apartment building investing. They focus on a concrete case: a 40-unit building in Nashville where an operator shifted from traditional 12-month leases to a hybrid model, boosting revenue per unit by 35% but facing pushback from lenders and city regulators. The hosts break down the num...

Accessory Dwelling Units — ADUs — are reshaping housing policy and investment strategy. Lucas and Luna break down why cities from Portland to Raleigh are relaxing zoning laws, how homeowners can add 800 square feet of rental income to a single-family lot, and why institutional money is starting to take notice. Drawing on data from the Urban Institute and real-world costs from a recent Sacramento c...

Lucas and Luna dive into a surprising trend reshaping commercial real estate: major institutional investors are pouring billions into off-campus student housing, converting purpose-built rentals into stabilized income assets. Lucas breaks down the math behind a typical acquisition near the University of Michigan, explaining how rents, occupancy rates, and cap rates in college towns rival tradition...

In this episode of The Business of Real Estate, Lucas and Luna explore how land leases can dramatically lower the cost of homeownership and commercial development. They break down the mechanics of a ground lease, using the example of a $500,000 home where the land lease saves $200,000 upfront. They discuss the trade-offs: lower monthly payments versus owning only the building, not the dirt. Lucas...

Lucas and Luna explore the growing appeal of ground leases, where investors buy buildings but not the land beneath them. They unpack a specific case: a $450 million Manhattan hotel built on leased land, explaining how this structure reduces upfront costs, creates tax advantages, and introduces unique risks like lease expiration and rent resets. The episode contrasts ground leases with traditional...

In this episode, Lucas and Luna explore the quiet boom in manufactured housing communities — also known as mobile home parks. They break down why institutional investors like Blackstone and Brookfield have poured billions into the asset class, how the land-lease model delivers steady cash flows, and the tension between affordable housing and rent hikes. Lucas walks through the economics: a typical...

Episode 38 of The Business of Real Estate dives into the quiet boom of Opportunity Zone investing. Lucas and Luna break down how a 2017 tax incentive is channeling billions into distressed census tracts — and why the early results are mixed. With $75 billion raised through 1,200 Qualified Opportunity Funds, developers are building luxury apartments, data centers, and even a massive solar farm in p...

In this episode of The Business of Real Estate, Lucas and Luna explore the tiny home movement as a serious market force, not just a lifestyle trend. They dive into the economics behind a new 400-square-foot development in Denver that sold out in 48 hours, analyze the per-square-foot premium builders are achieving compared to traditional single-family homes, and discuss the zoning and financing hur...

Lucas and Luna dive into the mechanics of land banking—how cities and community groups acquire vacant, tax-delinquent properties to prevent blight and spur affordable development. Using Detroit's Land Bank Authority as a specific case, they explore the $1.2 billion impact on property values since 2014, the challenges of holding inventory, and why institutional investors are now partnering with lan...

Episode 35 dives into the explosive demand for data centers and how they're reshaping commercial real estate investment. Lucas and Luna explore why big tech companies like Amazon and Microsoft are leasing massive industrial spaces, the economics behind a 30-megawatt facility, and how secondary markets like Columbus, Ohio, are becoming data-center hotspots. They also unpack the tension between loca...

Self-storage used to be a sleepy niche—mom-and-pop facilities on the edge of town. But in the last five years, institutional investors have poured billions into the sector, turning it into one of the best-performing commercial real estate asset classes. In this episode, Lucas and Luna break down the numbers behind the self-storage boom: why occupancy rates have stayed above 90 percent through econ...

Episode 33 of The Business of Real Estate with Fexingo: Lucas and Luna explore the rise of 40-year mortgages in the US. With home prices up 42% since 2020 and the 30-year fixed rate hovering near 7.2% as of June 2026, a growing number of buyers are stretching their loan terms to qualify for monthly payments. Lucas breaks down how the product works — lower monthly payments but significantly more in...